Ignite Planners’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

Ignite Planners’s Portfolio SMIZ Stock Details SMIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.76M	Buy	43,262 +8,862	+26%	+$376K	0.23%	110
2026 Q2	$1.53M	Buy	34,400 +1,987	+6%	+$83K	0.21%	114
2026 Q1	$1.21M	Buy	32,413 +2,831	+10%	+$109K	0.19%	133
2025 Q4	$1.14M	Buy	29,582 +4,146	+16%	+$155K	0.18%	134
2025 Q3	$950K	Buy	25,436 +2,154	+9%	+$76.8K	0.16%	141
2025 Q2	$801K	Buy	23,282 +1,704	+8%	+$53.6K	0.14%	154
2025 Q1	$663K	Buy	21,578 +8,832	+69%	+$288K	0.13%	159
2024 Q4	$430K	Buy	12,746 +3,287	+35%	+$114K	0.09%	196
2024 Q3	$313K	Buy	9,459 +1,340	+17%	+$42.3K	0.07%	224
2024 Q2	$245K	Buy	8,119 +129	+2%	+$3.92K	0.06%	243
2024 Q1	$251K	Buy	+7,990	New	+$236K	0.07%	241

Other funds holding SMIZ

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Ignite Planners's SMIZ Position: Q3 2026 in Review

Ignite Planners increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 26% in Q3 2026, buying an estimated $376K and bringing the position to 43,262 shares worth $1.76M. The position accounts for 0.23% of the portfolio, ranked #110.

Ignite Planners first reported a position in SMIZ in Q1 2024 and has held it in 11 quarters since. 15 funds tracked by Wall St. Rank hold SMIZ as of Q3 2026.

Ignite Planners held 43,262 shares of Zacks Small/Mid Cap ETF worth $1.76M as of Q3 2026.
Ignite Planners bought 8,862 Zacks Small/Mid Cap ETF shares in Q3 2026, an estimated $376K.
Zacks Small/Mid Cap ETF made up 0.23% of Ignite Planners's portfolio in Q3 2026, its #110 holding.
Ignite Planners first reported a position in Zacks Small/Mid Cap ETF in Q1 2024 and has held it in 11 quarters since.
15 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.